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Disclosery

Eagle Ridge Investment Management: V position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Eagle Ridge Investment Management on V, newest first. How the timeline and the estimate are built.

Eagle Ridge Investment Management held 72,881 V shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 72,881 shares
    Change vs previous 13F -1,744 shares

    2.01% of the 13F portfolio, value $23,033,311.

    13F-HR 0001062993-25-001116 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 74,625 shares
    Change vs previous 13F +310 shares

    1.8% of the 13F portfolio, value $20,518,144.

    13F-HR 0001062993-24-017890 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 74,315 shares
    Change vs previous 13F -168 shares

    1.81% of the 13F portfolio, value $19,505,458.

    13F-HR 0001062993-24-014046 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 74,483 shares
    Change vs previous 13F -621 shares

    1.91% of the 13F portfolio, value $20,786,716.

    13F-HR 0001062993-24-008539 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 75,104 shares
    Change vs previous 13F -1,377 shares

    1.92% of the 13F portfolio, value $19,553,326.

    13F-HR 0001062993-24-001929 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 76,481 shares
    Change vs previous 13F -1,188 shares

    1.92% of the 13F portfolio, value $17,591,395.

    13F-HR 0001062993-23-019640 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 77,669 shares
    Change vs previous 13F +2,106 shares

    1.94% of the 13F portfolio, value $18,444,834.

    13F-HR 0001062993-23-014973 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 75,563 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $17,036,434.

    13F-HR 0001062993-23-009249 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).